What is a custom workflow?

Part3 has a lot of different document types, but sometimes you need another one...and another one...and another one. Now you can create as many as you want!

Part 3 has two different types of custom workflows you can choose from. This article discusses how the document types function, and some examples of where you might use them.

#1 Issuance

This document flow is very similar to our change documents where the consultants can collaborate together on one document type. These documents will include cover pages for each consultant type and the ability to add multiple collaborators.

What scenario would you use this?

• Tender addendum
• Sequential tendering packages
• Any document that needs a cover letter & has attachments

#2 Response

This document flow is very similar to our RFI flow. There is a cover page and the ability to upload as many attachments as you want. The cover page acts as a transmittal to record responses.

What scenario would you use this?

• Tender RFIs (numbering is separate from RFIs during construction)
• Change request triggered by the GC, not the consultant team
• Review of other document types (schedules, inspection and testing reports, etc)

Click here to learn how to create your custom workflows!